Roth Financial Group, Merritt Island, Florida

Newsletters

Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
HOT TOPIC: What’s in the New Tax Legislation?

This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.